1

Financial Associate Jobs in Exton, PA (NOW HIRING)

Support financial planning, forecasting, and performance management processes across revenue, gross profit, and EBIT * Partner with operations and commercial teams to drive data-backed decisions ...

Support financial planning, forecasting, and performance management processes across revenue, gross profit, and EBIT * Partner with operations and commercial teams to drive data-backed decisions ...

Showing results 41-60

Financial Associate information

See Exton, PA salary details

$29.4K

$67.9K

$133.2K

How much do financial associate jobs pay per year?

As of Sep 4, 2026, the average yearly pay for financial associate in Exton, PA is $67,918.00, according to ZipRecruiter salary data. Most workers in this role earn between $48,300.00 and $74,300.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a financial associate?

To thrive as a Financial Associate, you need strong analytical skills, attention to detail, and a foundational understanding of finance or accounting, often backed by a relevant degree. Familiarity with financial modeling tools, spreadsheets, and enterprise resource planning (ERP) systems such as SAP or Oracle is typically required, and certifications like CFA or CPA are advantageous. Excellent communication, problem-solving abilities, and teamwork are soft skills that help you excel in this role. These skills are crucial for ensuring accurate financial analysis, effective reporting, and successful collaboration within financial teams and with clients.

What are some common challenges financial associates face when managing multiple client portfolios?

Financial Associates often juggle multiple client accounts, each with unique goals and risk profiles. A common challenge is staying organized and ensuring timely communication, especially during periods of market volatility. Prioritizing tasks, leveraging financial management software, and maintaining strong attention to detail are essential for meeting client expectations and regulatory requirements. Collaborating closely with senior advisors and support teams can also help manage workload and deliver high-quality service.

What is the difference between Financial Associate vs Financial Analyst?

AspectFinancial AssociateFinancial Analyst
Required CredentialsBachelor's degree in finance, accounting, or related field; certifications like CFA or CPA are a plusBachelor's degree in finance, economics, or related; often requires CFA or similar certifications
Work EnvironmentBanking, investment firms, corporate finance departmentsInvestment firms, banks, corporate finance, consulting
Employer & Industry UsageCommonly employed in financial services, banking, and corporate financeUsed in investment analysis, asset management, and corporate strategy

Financial Associates typically handle client accounts, support financial transactions, and assist with reporting. Financial Analysts focus on analyzing financial data, preparing reports, and providing investment recommendations. While both roles require similar credentials and work in related environments, Financial Analysts tend to have a stronger emphasis on data analysis and strategic insights.

What does a financial associate do?

A financial associate analyzes financial data, prepares reports, and supports clients or organizations with investment, budgeting, and financial planning activities. They often use tools like Excel and financial software and may hold certifications such as CFA or CPA. The role typically requires strong analytical skills and attention to detail within a professional environment.

What are the most commonly searched types of Financial jobs in Exton, PA?

The most popular types of Financial jobs in Exton, PA are:

What job categories do people searching Financial Associate jobs in Exton, PA look for?

The top searched job categories for Financial Associate jobs in Exton, PA are:

What cities near Exton, PA are hiring for Financial Associate jobs?

Cities near Exton, PA with the most Financial Associate job openings:

Infographic showing various Financial Associate job openings in Exton, PA as of August 2026, with employment types broken down into 83% Full Time, 15% Part Time, and 2% Contract. Highlights an 86% Physical, 2% Hybrid, and 12% Remote job distribution, with an average salary of $67,918 per year, or $32.7 per hour.

Associate Finance Business Partner

Maersk

Glen Mills, PA • On-site

$75K - $80K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 7 days ago


Maersk rating

6.8

Company rating: 6.8 out of 10

Based on 88 frontline employees who took The Breakroom Quiz

246th of 366 rated logistics


Job description

Job Description
As a company, we promote a culture of honesty and integrity, and value the trust it allows us to build with customers and employees alike. Our focus on our people is what sets us apart and keeps our customers coming back to work with us!
If you are seeking to be a part of a family, this is the place for you!
We are an integrated logistics company responsible for moving 20% of global trade annually. With a dedicated team of over 110,000 employees across 130 countries, we go all the way to connect and simplify global trade, and help our customers grow and thrive.
Maersk Ground Freight (MGF) offers transportation services like FTL (Full Truckload), LTL (Less Than Truckload), brokerage, cross-border trucking, groupage, and sortation hubs, connecting Maersk or Customer warehouses or depots or cross-dock/consolidation/deconsolidation facilities through a robust network led by best-in-class operations and technology. This integrated network will service multi-channels like B2B, B2C, B2B2C, e-commerce, direct to store, dropship, returns, and more, leveraging asset-based, asset-light, and non-asset models.
Summary:
In close collaboration with the Finance Business Partner, drive financial performance management with Product and Delivery heads with guidance and support on financial metrics, business performance and implementation of strategies/projects.
Responsibilities:
  • Support financial planning, forecasting, and performance management processes across revenue, gross profit, and EBIT
  • Partner with operations and commercial teams to drive data-backed decisions, identify cost drivers, and optimize profitability
  • Assist in month-end close by preparing variance analyses, accruals, and revenue recognition reconciliations
  • Build and maintain financial models and dashboards to support scenario planning, and pricing
  • Collaborate on annual budget and long-range planning cycles with clear linkage to operational levers
  • Translate financial insights into actionable recommendations for leadership and cross-functional teams
  • Ensure financial data integrity by partnering with accounting and data teams to resolve issues and validate reporting
  • Participate in ad hoc analysis, business case development, and cross-functional projects to support strategic priorities
  • Continuously seek opportunities to streamline reporting, improve forecast accuracy, and enhance decision support capabilities

Accountabilities:
  • Daily financial position reporting and full month forecasting to assist stakeholders in real-time decision making.
  • Provide risks and opportunities to product and delivery leads
  • Supports the regional business stakeholders to deliver on their accountabilities
  • Ability to analyze station performance versus ROFO
  • Ability to use discretion/judgement to make choices and commitments on behalf of the company
  • Drive intense performance management with Specialized LTL Product & Delivery Team
  • Daily financial position
  • Weekly forecasting
  • Annual budgeting
  • Month-end reporting

Qualifications:
  • Quantitative experience of related activity
  • 1-3 years of experience
  • Mastery of Excel
  • Financial analysis capabilities
  • Basic understanding of accounting
  • Creative thinking/problem solving
  • Communication skills to be able to talk to stakeholders with various backgrounds/level of understanding financials
  • Travel domestic is expected for 2% of time (visit 1-2 stations per year)

Company Benefits:
  • Medical
  • Dental
  • Vision
  • 401k + Company Match
  • Employee Assistance Program
  • Paid Time Off
  • Flexible Work Schedules (when possible)
  • And more!

Pay Range:
  • $75,000 - $80,000*

*The above stated pay range is the anticipated starting salary range for the position. The Company may adjust this range in light of prevailing market conditions and other factors such as location. The Company will work directly with the selected candidate(s) on the final starting salary in accordance with all applicable laws.
Maersk is committed to a diverse and inclusive workplace, and we embrace different styles of thinking. Maersk is an equal opportunities employer and welcomes applicants without regard to race, colour, gender, sex, age, religion, creed, national origin, ancestry, citizenship, marital status, sexual orientation, physical or mental disability, medical condition, pregnancy or parental leave, veteran status, gender identity, genetic information, or any other characteristic protected by applicable law. We will consider qualified applicants with criminal histories in a manner consistent with all legal requirements.
We are happy to support your need for any adjustments during the application and hiring process. If you need special assistance or an accommodation to use our website, apply for a position, or to perform a job, please contact us by emailing accommodationrequests@maersk.com.

What Maersk employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom